Our North Broward County client is a well-established & thriving technology solutions provider seeking a Manager of Financial Analysis to develop the business reporting tools & analytics in the company’s next phase of growth. Reporting directly to the CFO, this individual will be a strong analytical presence to the company, & play a critical role in partnering with the senior leadership team & the Private Equity investor. This positions currently has no direct reports & involves 5-10% travel.
Budgeting, Forecasting, Reporting & Analysis Responsibilities
Development, oversight & delivery of multiple components of the consolidated financial plan & updates to financial forecasts, including:
o Consolidation of recent acquisitions, on a proforma basis.
o Understanding & summarizing salaries & benefits, including the responsibility of working cross-functionally with Human Resources & Departments to reconcile all additions & changes to headcount.
o Calculation of direct material & direct labor cost variances; providing explanation of variances on a monthly basis.
o Understanding & preparing a summary report of the top 20 customers on a monthly basis, identifying industries & markets, locations, sales data.
o Analyzing inventory trends across periods.
Planning & forecasting process as it relates to Sales & Marketing, Engineering, & Administrative expenses.
Partnering with the Accounting Team during the monthly close to support the variance explanations between actual & forecast.
Collaborating with functional Department Leads & CFO to understand budgeting needs for driving incremental business.
Managing internal monthly financial reporting.
Creating & distributing internal reporting for each Department.
Ad-Hoc Analysis & Private Equity Firm Accountabilities
Developing key statistics for analyzing actual results & trends.
Ensuring the completion of various key business analysis projects that have concrete financial benefits to the organization.
Creating financial models as directed, & performing appropriate analyses of any short or long-term business strategies that impact the business.
Preparing & presenting to Private Equity Firm (along with the CFO) the monthly budget-to-actual results & MD&A.
Understanding & presenting the impact of acquisitions on financial forecasts & results.
Qualifications for this highly visible role include:
5+ years of related exp including success in role as Manager, Financial Analysis, Cost Manager, Sr Financial Analyst or related.
Must have prior successful interactions with Private Equity partners
Ability to use advanced analytical competencies & persuasively present findings to senior management
Prior history with large regional accounting firm or previous Big 4; MBA &/or CPA helpful
Advanced proficiency in Microsoft Excel required; competency in an ERP applications (Mid-level or Tier 1)
Starting salary is in $75-85K range; this is a fine career opportunity for a dynamic individual with a sense of urgency to be a key part of the next phase of this company’s business build out! Please contact David Louis at career.studio@att.net for more information.
Budgeting, Forecasting, Reporting & Analysis Responsibilities
Development, oversight & delivery of multiple components of the consolidated financial plan & updates to financial forecasts, including:
o Consolidation of recent acquisitions, on a proforma basis.
o Understanding & summarizing salaries & benefits, including the responsibility of working cross-functionally with Human Resources & Departments to reconcile all additions & changes to headcount.
o Calculation of direct material & direct labor cost variances; providing explanation of variances on a monthly basis.
o Understanding & preparing a summary report of the top 20 customers on a monthly basis, identifying industries & markets, locations, sales data.
o Analyzing inventory trends across periods.
Planning & forecasting process as it relates to Sales & Marketing, Engineering, & Administrative expenses.
Partnering with the Accounting Team during the monthly close to support the variance explanations between actual & forecast.
Collaborating with functional Department Leads & CFO to understand budgeting needs for driving incremental business.
Managing internal monthly financial reporting.
Creating & distributing internal reporting for each Department.
Ad-Hoc Analysis & Private Equity Firm Accountabilities
Developing key statistics for analyzing actual results & trends.
Ensuring the completion of various key business analysis projects that have concrete financial benefits to the organization.
Creating financial models as directed, & performing appropriate analyses of any short or long-term business strategies that impact the business.
Preparing & presenting to Private Equity Firm (along with the CFO) the monthly budget-to-actual results & MD&A.
Understanding & presenting the impact of acquisitions on financial forecasts & results.
Qualifications for this highly visible role include:
5+ years of related exp including success in role as Manager, Financial Analysis, Cost Manager, Sr Financial Analyst or related.
Must have prior successful interactions with Private Equity partners
Ability to use advanced analytical competencies & persuasively present findings to senior management
Prior history with large regional accounting firm or previous Big 4; MBA &/or CPA helpful
Advanced proficiency in Microsoft Excel required; competency in an ERP applications (Mid-level or Tier 1)
Starting salary is in $75-85K range; this is a fine career opportunity for a dynamic individual with a sense of urgency to be a key part of the next phase of this company’s business build out! Please contact David Louis at career.studio@att.net for more information.